Roth IRA Rules

by Fern LaRocca CFP®

in Roth IRA Rules

Listen to this interview I had with Curtis Smith CFP®, a fee-only Financial Advisor with Interactive  Capital Management
to find out how a Roth IRA works and if it is right for you.


What you will learn:

  • What is a Roth IRA and how it differs from a traditional IRA
  • The basic strategy of a  conversion
  • Who benefits from a Roth IRA and how

I am pleased to highlight fee-only financial planners who really know their stuff. Curtis is from Sugarland, Texas and a real charmer who is very sharp on retirement planning.  Remember, it is only a half hour long and has valuable information that you need to know now.

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